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Help center/Tenant setup

Complete tenant onboarding

Set the basic tenant profile, DCPMI level, sector, and first compliance priorities.

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Tenant setup5 min readUpdated May 2026

What onboarding captures

Tenant onboarding sets the organization name, sector, DCPMI self-assessment level, compliance contacts, and first module priorities.

These answers help the app present the right workflows first, but admins can update most settings later.

Recommended order

  1. 1Confirm the organization name and sector.
  2. 2Choose the current DCPMI level.
  3. 3Add the privacy or compliance owner.
  4. 4Select the modules your team needs first.
  5. 5Open Settings to complete branding and member setup.
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